Wood Mackenzie
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333 episodes
We speak to Anton Cohen at CohnReznick about the mega trends for clean energy in the corporate world
In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?
Chevron temporarily shut in its Tamar gas platform amid escalating violence between Israel and Hamas last month. How serious were the threats to the offshore gas infrastructure? Do we expect the agreement between Delek Drilling and Mubadala to proceed? Will these new tensions between Israel and Palestine affect the Israeli-Arab normalisation, especially in terms of trade and commerce? Do investments in Israel’s upstream sector look riskier now?
This month we are reviewing Iraq’s gas sector and projects, following several developments and announcements lately on Khor Mor, Ratawi, Nasiriyah, Mansuriyah and Akkas.
In this podcast Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Greig Aitken from our M&A team to provide an update on the latest deals and outlook for deals in the North Sea.
Shell announced the sale of its Egypt Western Desert portfolio to a 50:50 consortium made of Cairn Energy and Cheiron. The base consideration is US$646 million with contingent payments of up to US$280 million linked to Brent price and exploration success. The transaction consists of Shell’s interests in 13 producing licences and five exploration blocks.
In this podcast Jessica Brewer is joined by Ashley Sherman and Lewis Starling from our Continental Europe and Caspian upstream team to provide an update on Italy’s upstream sector.
This month we are reviewing Qatar Petroleum’s FID and giant EPC contract award on the North Field East expansion and its implications on the global LNG market.
In this podcast, Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Lewis Starling from our Continental Europe upstream team to discuss the key themes and talking points from across Europe’s upstream sector in 2020.
In this podcast, we review Energean's assets in Egypt and Israel and discuss why projects are getting sanctioned when the market is at a low for new FIDs. We also look at gas demand in Israel and Energean's future plans in the region. Featured this month are Senior Upstream Analysts Jon Lawrence and Jean-Baptiste Bouzard.
OPEC+ came to an agreement on 5 January allowing Russia and Kazakhstan to increase output slightly, while OPEC+ members hold production at January levels. In the meantime, Saudi Arabia committed to an additional voluntary cut of 1 million b/d in February and March. What are the implications for Saudi Arabia, Russia, and the global oil markets?
In this podcast, Jessica Brewer is joined by Neivan Boroujerdi from our North Sea upstream team and Rob Morris from our Caspian and Continental Europe upstream team to talk about the key themes and events to watch in 2021. What could shape the next 12 months and what are the wildcards?
For our December MENA In Brief episode, Alex Araman is joined by Senior Upstream Analyst Liam Yates to discuss ADNOC's new discoveries, investments and upstream ambitions.
In this podcast Jessica Brewer is joined by Rob Morris from our Caspian and Continental Europe upstream team and Kev Swann from our North Sea upstream team to talk about our latest analysis on upstream project returns. Conventional oil and gas project returns have massively underperformed over the last decade. The North Sea isn’t an exception. But companies can avoid the mistakes of the past, by managing cost and price risks better.
In this podcast Jessica Brewer is joined by Erin Moffat from our North Sea upstream team and Mhairidh Evans from our Cost Centre of Excellence to provide an update on activity in Norway’s upstream sector. The temporary tax terms introduced in June have incentivised investment in Norway’s upstream sector. Activity has ramped up, with a number of projects already sanctioned and many more working towards FID before the end of 2022 deadline.
In our November Sub-Saharan Africa podcast Martijn Murphy is joined by senior exploration analyst Alexander Connelly and research associate Juma Mlawa to discuss Total's Luiperd discovery offshore South Africa.
WHAT HAPPENED: On 20-21 October 2020, the CWC Iraq Petroleum Conference brought senior government, industry, finance and legal people together for two days of presentations, discussions and debates on all aspects of Iraq's energy sector. OUR TAKE: In this podcast, we discuss the challenges and opportunities facing Iraq's energy sector and economy.
In this podcast Jessica Brewer is joined by Tom Purdie and Ashley Sherman from our Continental Europe and Caspian upstream team to provide an update on activity in Romania’s upstream sector. Investing in Romania holds many attractions, but fiscal and regulatory changes have created challenges for offshore operators in recent years. Are further reforms needed to attract new investment?
WHAT HAPPENED: US unconventional expert EOG Resources signed an EPSA for Block 36, in the far west of Oman on the border of Yemen and Saudi Arabia. OUR TAKE: The arrival of EOG Resources is a positive one, raising hopes of the unconventional potential of the wider west of Oman.
In our October Sub-Saharan Africa podcast Martijn Murphy is joined by principle analyst Greg Roddick to discuss government fiscal policy for gas resources in the region.
In this episode, Jessica Brewer is joined by Kristina Beadle and Kevin Swann to discuss how the UK Continental Shelf can contribute to the country’s commitment to achieve net zero by 2050. The UKCS has world-class oil and gas and renewables sectors. Alongside growth in offshore renewables, hydrogen and carbon capture, utilisation and storage, the UKCS has the potential to become a fully integrated energy system.
Alex Araman is joined by Upstream Research Director Ian Thom and Corporate Research Director Norman Valentine to discuss Saudi Aramco's new discoveries, investments and upstream ambitions.
In this episode, Jessica Brewer is joined by Tom Purdie and Glenn Morrall to talk about Turkey’s large Sakarya gas discovery. The team discusses the next steps for appraisal and the challenges its development may face. Keeping with the theme, we discuss how North Sea exploration has fared over the past five years and where we expect the focus to be for the region in the coming years.
In this episode, Jessica Brewer is joined by Kyrah McKenzie and Kevin Swann to discuss how Norway has made good progress towards decarbonising its upstream sector through electrifying offshore platforms and we look at the potential for using the same technology in the UK.
In this episode, Jessica Brewer is joined by Ashley Sherman and Lucy King to discuss how the oil price collapse has impacted our outlook for Europe's upstream sector.
In the last episode of this season, we each share some of our main takeaways from the oil and gas sector over the past 10 weeks. We discuss the role of geopolitics, how companies adapt to lower oil prices and the sector’s broader challenges.
In this episode, Andrew Harwood speaks to global risk specialists Verisk Maplecroft on how they view the current Covid-19 situation and how it might develop in the future. They look at places like Indonesia, Malaysia and Singapore and discuss some of the unique risks associated with each country. Guest appearances by Miha Hribernik (Head of Asia Risk Insight) and Sofia Nazalya (Asia Analyst)
In this episode, Jessica Brewer is joined by Lewis Starling and Norman Valentine to discuss the latest upstream energy transition developments in the North Sea.
In our latest episode, we discuss how China is planning to reshape its economy, why job creation is one of the country’s primary concerns and whether we look forward to getting back to the office.
In this edition of the Watercooler Chat, we dive into INPEX’s latest strategic guidance, the main messages from our Japanese client interactions and our most memorable travel experiences in Japan.
